Unclaimed Profile

Scott Allen Staschke

GUILFORD FINANCIAL GROUP, INC.·GUILFORD, Connecticut

SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 63CFPClean record22 years registeredGUILFORD FINANCIAL GROUP, INC.

2415 BOSTON POST ROAD, GUILFORD, CT 06437CRD# 4214806Firm CRD# 124066

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Scott Allen Staschke · GUILFORD, CT

Registration

CRD #4214806 · GUILFORD FINANCIAL GROUP, INC. · 22 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Oct 2022 – present

GUILFORD FINANCIAL GROUP, INC.

Apr 2004 – Dec 2022

GUILFORD, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 52TO

Series 53

Series 63

Registration record

First registered · April 27, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GUILFORD FINANCIAL GROUP, INC.

CRD 124066 · SEC 801-71102

AUM

$35M

Regulatory assets under management

Employees

223 client accounts

Services offered by GUILFORD FINANCIAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GUILFORD FINANCIAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Scott Allen Staschke offer?

Scott Allen Staschke specializes in Financial Planning, Investment Management. Contact their office in GUILFORD, Connecticut for a consultation.

What are Scott Allen Staschke's credentials?

Scott Allen Staschke holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Scott Allen Staschke located?

Scott Allen Staschke is based in GUILFORD, Connecticut, working with GUILFORD FINANCIAL GROUP, INC.. Their office serves clients in the GUILFORD metropolitan area and surrounding communities.

How does Scott Allen Staschke charge for services?

Scott Allen Staschke's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GUILFORD FINANCIAL GROUP, INC.?

GUILFORD FINANCIAL GROUP, INC. has approximately 1 employees and manages $35M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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